As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses.  Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals.  My mission is to provide objective and timely financial advice and guidance-with the highest level of professional service in building and preserving wealth for my clients.

I worked for six years with Barnett Securities, Inc. in Jacksonville, Florida before joining Wells Fargo Advisors (then First Union Brokerage) in 1996.  I hold a Bachelor’s degree in Finance from the University of North Florida.  With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER™, or CFP®, practitioner designation from the College for Financial Planning.  For this certification, I had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.

Making sure your wealth continues to work in support of the goals you have established takes careful planning.  Such planning is not a single event - it is a process.  As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives.  That is why I work with you, one-on-one, to design investment strategies targeted to your specific needs and goals.  Wells Fargo Advisors offer an objective and holistic approach that provide ongoing financial strategies for all aspects of our client’s lives.

Resident State:  VA

Securities Registered in the following states:  AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WV

Insurance licensed in the following states: CA (Lic. #0H80695)